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Hedge Funds Similar to Wharton Business Group

13F Portfolio OverlapQ2 2026Wharton Business Group portfolio →
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Most similar hedge funds by 13F overlap

Wharton Business Group, LLC is an institutional investor managing $3.0B across 142 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Wharton Business Group are ANDERSON HOAGLAND, MORGAN DEMPSEY, BIRMINGHAM, with shared positions in $CMI, $PWR, $GM, $C, $ASML, $UNP. The full ranking of 25 similar funds is below.

#1ANDERSON HOAGLAND & COActive
Some overlap · 5 shared positions
$CMI$PWR$GM$C$ASML
$1.3B
137 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$CMI$C$UNP$WFC$TXN
$233M
122 positions
#3BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 4 shared positions
$CMI$FDX$C$TXN
$263M
90 positions
#4Orion Investment CoActive
Some overlap · 3 shared positions
$CMI$UNP$ASML
$343M
73 positions
#5First Citizens Financial CorpPassive
Some overlap · 5 shared positions
$CMI$UNP$WFC$PNC$MS
$239M
139 positions
#6CULBERTSON A N & CO INCActive
Some overlap · 6 shared positions
$CMI$FDX$C$WFC$MS$TXN
$859M
140 positions
#7Mengis Capital Management, Inc.Passive
Some overlap · 4 shared positions
$PWR$UNP$CMI$ASML
$658M
218 positions
#8Eldred Rock Partners, LLCActive
Some overlap · 5 shared positions
$CMI$ASML$JBHT$WFC$TXN
$465M
29 positions
#9PATTON ALBERTSON MILLER GROUP, LLCPassive
Some overlap · 3 shared positions
$PWR$CMI$UNP
$1.0B
213 positions
#10PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$CMI$UNP$WFC$TXN
$175M
73 positions
#11DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$CMI$FDX$C$WFC
$530M
92 positions
#12Axiom Investment Management LLCPassive
Some overlap · 3 shared positions
$PWR$C$UNP
$150M
528 positions
#13Peregrine Asset Advisers, Inc.Passive
Some overlap · 3 shared positions
$PWR$CMI$ASML
$461M
218 positions
#14Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PWR$CMI$UNP
$489M
619 positions
#15New England Research & Management, Inc.Passive
Some overlap · 4 shared positions
$PWR$UNP$CSX$MS
$257M
134 positions
#16SFE Investment CounselPassive
Some overlap · 3 shared positions
$CMI$PWR$J
$742M
152 positions
#17Delta Accumulation, LLCActive
Some overlap · 6 shared positions
$CMI$C$CSX$BNY$PNC$MS
$2.5B
156 positions
#18Washington Trust Advisors, Inc.Passive
Some overlap · 3 shared positions
$PWR$J$ASML
$1.3B
724 positions
#19ADELL HARRIMAN & CARPENTER INCActive
Some overlap · 3 shared positions
$PWR$C$CMI
$2.0B
158 positions
#20Alpha Financial Partners, LLCActive
Some overlap · 3 shared positions
$PWR$CMI$CTAS
$190M
118 positions
#21FLYWHEEL PRIVATE WEALTH LLCActive
Some overlap · 4 shared positions
$PWR$C$ASML$TXN
$203M
109 positions
#22Malaga Cove Capital, LLCPassive
Some overlap · 3 shared positions
$PWR$FDX$ASML
$314M
185 positions
#23Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$CMI$UNP$CSX
$239M
126 positions
#24Arrow Capital Pty LtdActive
Some overlap · 3 shared positions
$PWR$C$ASML
$118M
25 positions
#25Eukles Asset ManagementPassive
Some overlap · 3 shared positions
$CMI$FDX$TXN
$242M
228 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.